SuiteCRM Create Follow Up Calls from Campaigns via Workflow
Read more: SuiteCRM Create Follow Up Calls from Campaigns via WorkflowA common request I get from clients is to create follow up calls from either an email campaign or regular snail mail mailing campaign. This can be done fairly easily in SuiteCRM and save time on coordinating and tracking follow up calls. However, the sales manager in me says “Why are you calling to follow…
SuiteCRM Email Marketing Deep Dive
Read more: SuiteCRM Email Marketing Deep DiveSuiteCRM Email Marketing Overview SuiteCRM email marketing offers many different options and features for sending and managing email campaigns. They are fairly well documented individually in the SuiteCRM documentation. However, they are not all together in one comprehensive document that a marketer can use to plan a SuiteCRM email marking campaign. Since SuiteCRM is such…
SuiteCRM Activity Management – Best Practices
Read more: SuiteCRM Activity Management – Best PracticesMany sales managers often implement Activity Management in SuiteCRM. Can SuiteCRM do it? Yes. However, in my experience, this is not a good idea for a number of reasons. I can also offer some alternatives to Activity Management that drive sales rather than activity. Does Activity Drive Sales? In my experience with over 20 years…
DRIP Campaigns with Mautic & SuiteCRM
Read more: DRIP Campaigns with Mautic & SuiteCRMI get clients asking all the time about building DRIP type campaigns in SuiteCRM. While SuiteCRM is great for certain types of email marketing, DRIP campaigns are not one of them. I usually recommend Mautic, which synchs contacts pretty seamlessly with SuiteCRM as a great marketing platform to achieve DRIP campaigns with SuiteCRM. What is…
SuiteCRM Lead Follow Up Calls Workflow – Tutorial
Read more: SuiteCRM Lead Follow Up Calls Workflow – TutorialIn this tutorial we’ll walk through how to setup a basic workflow in SuiteCRM and automate scheduling a follow up call for new leads. This is a real time saver and prevents leads from falling through the cracks. Every new lead gets a follow up call! Plus, you won’t forget, the call is added to…
30 Time Saving SuiteCRM Workflow Automation Ideas
Read more: 30 Time Saving SuiteCRM Workflow Automation IdeasSuiteCRM Workflow automation is the real power of a CRM. Automating your workflow and follow up ensures consistency and reduces workload. So many clients see a CRM as a database. It definitely is a database, but if you’re only using a CRM store information you’re missing out on the real power of a CRM. I’ve…
SuiteCRM Web Activities Integration with Mautic
Read more: SuiteCRM Web Activities Integration with MauticSuiteCRM Web Activities Integration with Mautic should work out of the box, but you keep getting the error: mautic.ERROR: INTEGRATION ERROR: Sugarcrm – Module Does Not Exist mtc_WebActivities set_entries POST [] [] I think what’s going on here is that this module probably existed in SugarCRM CE at one point and did not end up…
How to Integrate SuiteCRM and Contact Form 7
Read more: How to Integrate SuiteCRM and Contact Form 7Easily Integrate SuiteCRM and Contact Form 7 I came across a great plugin the other day while trying to integrate SuiteCRM and Contact Form 7 for a client. The normal SuiteCRM Web to Lead form is great for simple lead capture. However, if you want something a little more advanced or custom, you’ll need something…
How to Save $40,000 in CRM Fees
Read more: How to Save $40,000 in CRM FeesCRM Software can be expensive. Many commercial CRM’s bill by the user and have large add on fees for additional features. I helped my client save $40,000 in fees to their CRM software provider by migrating their CRM from Salesforce to a free Open Source CRM called SuiteCRM. Background My client has about a dozen…
Customize SuiteCRM Quote Templates plus Adding Quotes and Products
Read more: Customize SuiteCRM Quote Templates plus Adding Quotes and ProductsHere’s a basic walk-through of how to set up your products in SuiteCRM, plus set up your custom SuiteCRM quote form PDF, as well as, how to add a quote. Great tips to make your quotations easy to enter and send to clients.
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Welcome to our SuiteCRM blog, where we share in-depth tutorials, expert advice, and actionable tips to help you get the most out of your SuiteCRM system. Whether you’re a beginner looking to streamline your customer management processes or an experienced user aiming to integrate SuiteCRM with tools like Mautic, our articles cover everything you need to know. Explore topics like CRM customization, automation workflows, integration best practices, and much more. Stay ahead with the latest updates and insights into maximizing your SuiteCRM for business growth.
